Nerd's Eye View

DECEMBER 20, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current 30 hours) and, for candidates for certification, a tightening of the Experience requirement (so that qualifying experience for the 6,000-hour "Stan

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Carson Wealth

DECEMBER 20, 2024

Strategic charitable giving not only benefits the recipient but can also create significant tax advantages for the giver. While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals.

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Wealth Management

DECEMBER 20, 2024

A Nevada probate commissioner rejected the proposed modification.

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Alpha Architect

DECEMBER 20, 2024

Systematic factor-driven value strategies have underperformed broad market indices (such as the S&P 500) over the past 15+ years. That has led many to question whether intangible assets, such as patents and proprietary software, are properly treated. Current accounting standards, which require companies to expenserather than capitalizetheir outlays on activities that create intangible capital, lead [.

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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

Accounting

Wealth Management

DECEMBER 20, 2024

From inflation to the fixed income tug of war to whether the market will continue to rely on the 'Magnificent 7' for performance.

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Validea

DECEMBER 20, 2024

In this episode of Excess Returns, hosts Justin and Matt sit down with Bob Elliott, founder of Unlimited Funds, to explore the fascinating world of multi-strategy hedge funds, also known as “pod shops.” Bob breaks down how these complex investment vehicles work, discussing their unique structure where multiple portfolio managers operate independently while sharing infrastructure and risk management resources.

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Carson Wealth

DECEMBER 20, 2024

In this weeks episode of Take 5, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, uncover the Federal Reserve’s recent decision to cut interest rates by 0.25%, projecting only two cuts for 2025 instead of the previously expected four. They call this action “pulling a Grinch,” suggesting it dampens market optimism.

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Wealth Management

DECEMBER 20, 2024

Helping clients with charitable giving wont dent your AUM, but it might make you a hero.

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Tobias Financial

DECEMBER 20, 2024

We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial Planning! This achievement highlights the positive workplace culture weve built, grounded in our commitment to work-life balance, learning opportunities, and a shared purpose. At Tobias Financial Advisors, we foster an environment where employees can thrive both professionally and personally.

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Wealth Management

DECEMBER 20, 2024

Mariner teams with Catchlight, AI research from the CFA Institute on defined contribution plans and Interactive Brokers rolls out AI Commentary Generator.

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Planning 264

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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

Clients

Advisor Perspectives

DECEMBER 20, 2024

The $10.4 trillion US exchange-traded fund industry’s blockbuster year comes with an asterisk: even amid record inflows and launches, funds are shuttering at a nearly unprecedented clip.

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Wealth Management

DECEMBER 20, 2024

WealthManagement.coms podcast hosts reveal which guests provided the most compelling insight over the past year.

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Advisor Perspectives

DECEMBER 20, 2024

Central banks’ climbdown from the post-pandemic inflation peaks commenced amid both optimism and trepidation.

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Wealth Management

DECEMBER 20, 2024

According to FINRA, the firms failed to supervise whether clients could benefit from fee waivers or rebates on certain mutual fund purchases. The settlements stemmed from a targeted exam launched in 2020.

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Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management

Advisor Perspectives

DECEMBER 20, 2024

US Treasuries gained after a closely watched batch of inflation data came in below expectations, leading traders to lift the outlook for Federal Reserve interest-rate reductions next year.

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Wealth Management

DECEMBER 20, 2024

Adding the Dallas-based Brownlie & Braden Advisors to the Kansas City-headquartered Prairie Capital Management Group will help unlock a key strategic market for the latter firm.

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Advisor Perspectives

DECEMBER 20, 2024

Surely one of the silliest things that happened in tech stocks in 2024 was the sudden tumble in Nvidia Corp. shares moments after its fiscal second-quarter earnings release in August.

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Wealth Management

DECEMBER 20, 2024

Todays economic environment is creating dispersion across bond sectors, introducing various levels of opportunity.

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Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

Numbers

SEI

DECEMBER 20, 2024

Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers

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Assets Management 52

Wealth Management

DECEMBER 20, 2024

Advisors who pay a basis-point-fee for the services of a platform can lose sight of their profitability.

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Advisor Perspectives

DECEMBER 20, 2024

Private credit firms want more than corporate lending. The largest are laying the groundwork to finance everything from auto loans and residential mortgages to chip manufacturing and data centers in an effort to swell the size of the market by the trillions.

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Wealth Management

DECEMBER 20, 2024

The firm has also hired Christian Mitchell, chief digital and information officer at Northwestern Mutual, to take over Mackays responsibilities.

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Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

Accounting

Advisor Perspectives

DECEMBER 20, 2024

As expected, the Fed delivered a 25-basis point rate cut at the December FOMC meeting, but what comes next is far from clear. Kevin Flanagan explains why future rate moves depend on shifting economic signals and why the Fed’s definition of “neutral” may be evolving.

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Economics 40

Abnormal Returns

DECEMBER 20, 2024

Listening How Kylie Kelcie rocketed to the top of the podcast charts. (slate.com) How to introduce kids to podcasts. (vox.com) Economics Cardiff Garcia talks AI and technological diffusion with Jeffrey Ding author of "Technology and the Rise of Great Powers: How Diffusion Shapes Economic Competition." (podcasts.apple.com) Tyler Cowen and Alex Tabarrok talk about the history of options pricing theory.

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Advisor Perspectives

DECEMBER 20, 2024

The Exchange Team is full of gratitude for our sponsors and the community coming to the 2025 financial services conference.

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Financial Services 40

Discipline Funds

DECEMBER 20, 2024

When the stock market booms like this we inevitably start getting questions about why we shouldn’t be 100% stocks. 1 More recently, the discussion has become even more concentrated as US stocks have outperformed international by a huge margin and now investors are wondering “why shouldn’t I be 100% stocks AND 100% US stocks?” Let’s dig into the data and get some perspective on this.

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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.

Accounting

Advisor Perspectives

DECEMBER 20, 2024

Taxes are on my mind. Do I factor in whether a dividend is considered qualified or ordinary when making my recommendations?

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Taxes 40

Calculated Risk

DECEMBER 20, 2024

From WardsAuto: December U.S. Light-Vehicle Sales Brighten Lackluster Year; Unusually High Drain on Inventory (pay content). Brief excerpt: Improved affordability is the main thrust to the end-of-year improvement in demand, with higher consumer confidence also likely a contributing factor. But uncertainty over next year could be pulling sales into December, as some consumers could be expecting prices to rise depending on the extent of tariff increases or the possibility that EV credits will be e

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Advisor Perspectives

DECEMBER 20, 2024

The modern Chinese political system emphasizes stability and control, qualities that enabled the country to become the world’s “ultimate producer.” But these qualities imply tight control over social norms and individual behavior, and they are far less applicable to official efforts to boost household consumption.

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The Big Picture

DECEMBER 20, 2024

This week, we speak with Dana Mattioli , who as Senior Enterprise Technology Reporter for the Wall Street Journal covers Amazon. Her investigations into the retail giant’s business practices, market power, and antitrust issues led her to write The Everything War: Amazons Ruthless Quest to Own the World and Remake Corporate Power. She won the 2021 Gerald Loeb Award for Beat Reporting, the WERT Prize from the Womens Economic Roundtable, and the Front Page Award for her Amazon coverage.

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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?

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